Home Stock Ideas Long Ideas Tech  Summary Broadcom’s AI semiconductor revenue surged 106% YoY to $8.4B in Q1 FY2026, with visibility toward $100B by 2027. Six hyperscaler partnerships drive multi-year XPU demand, with inference expansion improving monetization and durability across the AI cycle. VMware generated $6.8B in revenue with 78% margins and $9.2B in bookings, stabilizing cash flows and funding AI expansion. Valuation at ~29x EV/EBITDA and 36x earnings implies near-perfect execution. Sundry Photography/iStock Editorial via Getty Images Broadcom ( AVGO ) has made itself into an integral part of the infrastructure used in the AI economy, which entails AI silicon and a software stack supported by VMware that yields high margins. The Analyst’s Disclosure: I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.…